EverSource Wealth Advisors, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.8T
Holdings
4,018
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (4,018 positions)
| Stock | Value |
|---|---|
ABNBAIRBNB INC COM CL A | $176.1M |
URIUNITED RENTALS INC COM | $175.8M |
CFGCITIZENS FINL GROUP INC COM | $175.8M |
MTBM & T BK CORP COM | $175.5M |
AVGEAVANTIS ALL EQUITY MARKETS ETF | $175.3M |
BKHBLACK HILLS CORP COM | $174.7M |
EAELECTRONIC ARTS INC COM | $174.5M |
SMBVANECK SHORT MUNI ETF | $174.4M |
KVUEKENVUE INC COM | $174.0M |
RPRXROYALTY PHARMA PLC SHS CLASS A | $172.0M |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $171.9M |
VEEVVEEVA SYS INC CL A COM | $171.9M |
ENQENTEGRIS INC COM | $171.5M |
TSNTYSON FOODS INC CL A | $171.4M |
TWLOTWILIO INC CL A | $171.2M |
ONON SEMICONDUCTOR CORP COM | $170.8M |
RIORIO TINTO PLC SPONSORED ADR | $169.4M |
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF | $169.4M |
HESHESS CORP COM | $168.7M |
LDURPIMCO ENHANCED LOW DURATION ACTIVE ETF | $168.2M |
DALDELTA AIR LINES INC DEL COM NEW | $168.0M |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $167.4M |
SMGSCOTTS MIRACLE-GRO CO CL A | $167.0M |
JGHNUVEEN GLOBAL HIGH INCOME FD SHS | $167.0M |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $166.1M |
NINISOURCE INC COM | $165.7M |
QQQMINVESCO NASDAQ 100 ETF | $165.4M |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $165.3M |
SECTMAIN SECTOR ROTATION ETF | $164.1M |
GWWGRAINGER W W INC COM | $164.0M |
IMOIMPERIAL OIL LTD COM NEW | $163.9M |
8CWCROWN CASTLE INC COM | $163.7M |
BAXBAXTER INTL INC COM | $163.4M |
DDDUPONT DE NEMOURS INC COM | $163.3M |
CFCF INDS HLDGS INC COM | $162.6M |
HDBHDFC BANK LTD SPONSORED ADS | $162.2M |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $161.2M |
AG8AGILENT TECHNOLOGIES INC COM | $161.1M |
SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $161.0M |
EWEDWARDS LIFESCIENCES CORP COM | $161.0M |
LADLITHIA MTRS INC COM | $160.9M |
WABWABTEC COM | $160.8M |
FFORD MTR CO COM | $160.4M |
GPIGROUP 1 AUTOMOTIVE INC COM | $160.3M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $160.2M |
HALOHALOZYME THERAPEUTICS INC COM | $160.2M |
ANAUTONATION INC COM | $158.7M |
TBLLINVESCO SHORT TERM TREASURY ETF | $158.3M |
CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $157.5M |
IRINGERSOLL RAND INC COM | $157.2M |
XMMOINVESCO S&P MIDCAP MOMENTUM ETF | $156.9M |
ROKROCKWELL AUTOMATION INC COM | $156.7M |
EMEEMCOR GROUP INC COM | $156.4M |
VDCVANGUARD CONSUMER STAPLES ETF | $156.2M |
LWLAMB WESTON HLDGS INC COM | $155.8M |
PCARPACCAR INC COM | $155.8M |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $155.6M |
BCSBARCLAYS PLC ADR | $155.0M |
TQQQPROSHARES ULTRAPRO QQQ | $154.9M |
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | $153.5M |
ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $153.1M |
ROSTROSS STORES INC COM | $151.3M |
EQHEQUITABLE HLDGS INC COM | $151.3M |
CDCVICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $150.9M |
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $150.8M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $150.8M |
CNCCENTENE CORP DEL COM | $150.7M |
EVREVERCORE INC CLASS A | $150.6M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $150.3M |
MLB1MERCADOLIBRE INC COM | $150.2M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $149.5M |
RBLXROBLOX CORP CL A | $149.5M |
PSAPUBLIC STORAGE OPER CO COM | $148.1M |
XFOFXCOHEN & STEERS CLOSED-END OPPO COM | $147.1M |
VRNAVERONA PHARMA PLC SPONSORED ADS | $145.1M |
ELDELDORADO GOLD CORP NEW COM | $145.0M |
EIXEDISON INTL COM | $144.9M |
RSRELIANCE INC COM | $144.8M |
DRIDARDEN RESTAURANTS INC COM | $143.4M |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $142.6M |
0DFCDIREXION DAILY FINANCIAL BULL 3X SHARES | $142.3M |
NJULINNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $142.2M |
FBCGFIDELITY BLUE CHIP GROWTH ETF | $142.2M |
HMCHONDA MOTOR LTD ADR ECH CNV IN 3 | $140.9M |
NEMNEWMONT CORP COM | $140.9M |
EMBJEMBRAER S.A. SPONSORED ADS | $140.4M |
IQLTISHARES MSCI INTL QUALITY FACTOR ETF | $140.3M |
CVNACARVANA CO CL A | $140.3M |
LLOEWS CORP COM | $139.6M |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $138.2M |
VRTVERTIV HOLDINGS CO COM CL A | $137.7M |
BCXBLACKROCK RES & COMMODITIES ST SHS | $137.2M |
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR | $136.4M |
ZSZSCALER INC COM | $136.3M |
ZBHZIMMER BIOMET HOLDINGS INC COM | $136.3M |
LRGFISHARES U.S. EQUITY FACTOR ETF | $136.1M |
BYLDISHARES YIELD OPTIMIZED BOND ETF | $136.0M |
EXPIEXP WORLD HLDGS INC COM | $135.9M |
BIIBBIOGEN INC COM | $135.7M |
SSBUSDSOUTHSTATE CORPORATION COM | $135.3M |